Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-555- 0.27% |
$79.5K - $87.7K
|
202K
$57.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-555- 1.38% |
$79.5K - $87.7K
|
39.6K
$11.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-558- 8.43% |
$79.9K - $88.2K
|
6.06K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-565- 11.7% |
$80.9K - $89.3K
|
4.26K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-571- 5.9% |
$81.8K - $90.2K
|
9.1K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-572- 9.29% |
$81.9K - $90.4K
|
5.58K
$1.58M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-574- 3.69% |
$82.2K - $90.7K
|
15K
$4.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-578- 4.88% |
$82.8K - $91.3K
|
11.3K
$3.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-578- 7.13% |
$82.8K - $91.3K
|
7.53K
$2.13M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-581- 2.23% |
$83.2K - $91.8K
|
25.4K
$7.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-582- 5.47% |
$83.3K - $92K
|
10.1K
$2.85M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-585- 5.5% |
$83.8K - $92.4K
|
10K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-594- 1.57% |
$85.1K - $93.9K
|
37.3K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-595- 4.55% |
$85.2K - $94K
|
12.5K
$3.53M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-600- 4.83% |
$85.9K - $94.8K
|
11.8K
$3.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-601- 1.1% |
$86.1K - $95K
|
54.2K
$15.3M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-603- 1.61% |
$86.4K - $95.3K
|
36.8K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-603- 0.25% |
$86.4K - $95.3K
|
242K
$68.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-606- 69.82% |
$86.8K - $95.7K
|
262
$74.2K
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-606- 28.25% |
$86.8K - $95.7K
|
1.54K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-608- 9.18% |
$87.1K - $96.1K
|
6.01K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-612- 0.46% |
$87.6K - $96.7K
|
134K
$37.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-623- 3.18% |
$89.2K - $98.4K
|
19K
$5.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-625- 2.86% |
$89.5K - $98.8K
|
21.2K
$6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-627- 2.43% |
$89.8K - $99.1K
|
25.2K
$7.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-630- 10.81% |
$90.2K - $99.5K
|
5.2K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-632- 7.91% |
$90.5K - $99.9K
|
7.36K
$2.08M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-637- 0.98% |
$91.2K - $101K
|
64.6K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-637- 0.58% |
$91.2K - $101K
|
110K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-638- 8.37% |
$91.4K - $101K
|
6.98K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-639- 3.05% |
$91.5K - $101K
|
20.3K
$5.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-643- 2.9% |
$92.1K - $102K
|
21.6K
$6.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-652- 0.33% |
$93.4K - $103K
|
199K
$56.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-654- 1.73% |
$93.7K - $103K
|
37.1K
$10.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-655- 0.38% |
$93.8K - $103K
|
171K
$48.3M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-655- 0.61% |
$93.8K - $103K
|
107K
$30.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-656- 87.58% |
$93.9K - $104K
|
93
$26.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-660- 0.91% |
$94.5K - $104K
|
71.7K
$20.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-663- 5.87% |
$94.9K - $105K
|
10.6K
$3.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-670- 4.73% |
$96K - $106K
|
13.5K
$3.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-675- 17.09% |
$96.7K - $107K
|
3.27K
$927K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-678- 1.56% |
$97.1K - $107K
|
42.7K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-678- 1.06% |
$97.1K - $107K
|
63.5K
$18M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679- 6.53% |
$97.2K - $107K
|
9.72K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-680- 0.33% |
$97.4K - $107K
|
205K
$58.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-681- 1.71% |
$97.5K - $108K
|
39.1K
$11.1M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-686- 6.08% |
$98.2K - $108K
|
10.6K
$3M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-688- 3.35% |
$98.5K - $109K
|
19.9K
$5.62M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-694- 0.79% |
$99.4K - $110K
|
87.7K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-695- 3.21% |
$99.5K - $110K
|
21K
$5.94M
|